Creating a price list

Your price list is an easy way to quickly re-use regular work items in quotes and invoices.

If you find yourself typing out the same aspects of work over and over, then your price list could save you a lot of time.

Once you’ve added items to your price list, you can re-use them in your quotes and invoices in just a click.

Here’s how it works…

Adding items to your price list

To get started, you need to add some items to your price list.

  1. Click on ‘Your Price List’ from the settings menu (that’s the cogs up in the top-right of the screen)

Screen Shot 2014-06-06 at 15.36.41

  1. Enter an item title and description that you’d like to save. ¬†You can also enter a price if you like.

Screen Shot 2014-06-06 at 15.40.06

  1. When you’ve finished entering the item details, click ‘save this item
  1. That’s it! This item is then ready for you to re-use in future quotes and invoices.

 

Using price list items in paperwork

  1. Create or edit a quote or an invoice
  2. Start typing the title for the item that you want to use in an item title
  3. Matching price list items will then be displayed in a drop down list
  4. Select the price list item you want to use and it will be pulled into your paperwork

Screen Shot 2014-06-06 at 15.42.48

Editing items in your price list

To change descriptions or prices in your price list

  1. Go to Settings > Your Price List
  2. Select the item you want to change and click ‘Edit’
  3. Update the title, description or the price
  4. Click ‘update this item’

Removing items from your price list

  1. Go to Settings > Your Price List
  2. Select the item you want to change and click ‘Delete’
  3. Confirm you’re happy to delete this item from your price list, and you’re done!

Last updated: 2nd November 2014

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